Retirement and Well-Being

The first wave of Gen Xers are worried that healthcare costs and other factors could send them back to work after their formal retirement, a new survey finds.

Many advisors expect that alternative investments such as private credit will make up only a limited share of retirement plans’ portfolios if the agency promulgates its proposed rule.

Aluminum stocks are soaring, SpaceX IPO could use a little-known loophole, pro football kicks off new deal with American Express, and more news to start your day.

Barron’s gives tips for avoiding unfair penalties, withheld refunds, or drawn-out grievances with the IRS.

A federal rule aiming to protect retirement investors has been officially scrapped. Take these steps to find an advisor you can trust.

Nothing is guaranteed, but financial advisors say these five steps can help clients live financially sound lives after leaving the workforce.

About a quarter of Americans with retirement accounts maintain multiple accounts from their past or current jobs.

If retirees are forced to withdraw funds from a declining portfolio, those losses become locked in and can permanently impair long-term financial security.

Retirees, who are particularly vulnerable to inflation, must shield their investments from major hits.

Now advisor recommendations for handling one-time 401(k) rollovers won’t be subject to a fiduciary standard.

There are now around 85 retirement homes in the U.S. with varying ties to universities. Some residents take college classes.

Prenuptial agreements are particularly good idea in second marriages or for anybody who has substantial assets.

Balanced funds and “buffered” ETFs may be good bets in a market being rocked by the Iran war.

A number of financial planning considerations arise when retirement turns out to be temporary.

If higher energy prices persist, they could increase Social Security’s cost-of-living adjustment next year.

Four ways to reduce the tax impact of annual IRA required minimum distributions that investors need to start taking by age 73.

Barron’s asked a French journalist for insider tips on how to avoid getting fleeced and still soak up plenty of good food and culture this summer.

This market is volatile, but the S&P 500 is still up around 18% over the past 52 weeks.

Sites like TrumpRx and retailers like Costco can help. Here’s how else to make the most of your drug coverage and avoid overpaying.

The writer had the means to delay starting Social Security to maximize his benefit. Waiting isn’t for everyone.

With passage of the One Big Beautiful Bill Act in 2025, trusts that were created years ago to shield wealth from onerous federal estate taxes may be unnecessary.

President Trump’s plan could mesh with the Savers Match program set for next year, and it appears to be structured similarly to bipartisan legislation.

Annuities and stocks can be better for long-term financial security. How to invest.

The NFL loosened ownership rules in 2024. Private-equity firms and institutions like pension funds are now trying to get a piece of the action.